Michigan West Coast Chamber
Welcome, Michigan West Coast Chamber Members!
As proud members of the Michigan West Coast Chamber of Commerce, we know the value our fellow members bring to our community. That's why we want to help chamber members pursue their financial goals by offering our financial planning services at a cost only available to members of the Michigan West Coast Chamber of Commerce! So, we are offering our Next Gen subscription to Chamber members at only $30/month! Use the box below to get started!
Initial Meeting
- Discuss your goals and financial situation
- Receive a welcome packet and
the opportunity to sign up for our weekly
blog and monthly newsletter
Follow Up
- Welcome email with steps to
continue
- Open your online investment account
Review and Recommendations
- Receive your comprehensive financial plan
- Insurance quotes and applications will be made
available to you if needed
- Next steps will be discussed
Progress Updates
- Periodic summaries of your progress
- Schedule a review to
confirm that your plan is on track
With our guidance, create a plan to help you pursue your financial goals!
